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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,923 | $135,645-33.7% | $110,243-18.4% | $135,380-33.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.29% | 513.24%-522.5pp | 314.76%-324.0pp | 519.81%-529.1pp |
| Employer contribution / active EE | $10,579 | $4,907+115.6% | $3,827+176.4% | $4,779+121.4% |
| Participant deferral / active EE | $10,474 | $5,507+90.2% | $4,672+124.2% | $5,609+86.7% |
| Admin fee / account holder | $279 | $11,458-97.6% | $8,548-96.7% | $10,828-97.4% |